Account Type******** ********Account Owner**** ******Account Opps/Deals******** *****Closed Won • Nov 24***K $Closed
******* ***Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
Aaida OakleyVice President Of InvestmentView Profile, aaida oakleyBenjamin Beauvais NaubertChief Financial OfficerView Profile, benjamin beauvais-naubertMatt RansomVice President New Financial Advisor DevelopmentView Profile, matt ransom